Retirement plan

EMPLOYEE BENEFIT PLAN OF CALIFORNIA CHILD CARE RESOURCE ANDREFERRAL NETWORK

Name: CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK - EMPLOYEE BENEFIT PLAN OF CALIFORNIA CHILD CARE RESOURCE ANDREFERRAL NETWORK (2015) Form 5500
Creator: CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CALIFORNIA CHILD CARE RESOURCE ANDREFERRAL NETWORK, CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORKEIN 94-2718807Plan #001PY 2015

111 NEW MONTGOMERY ST FL 7 - SAN FRANCISCO, CA 94105415-882-0234LinkedIn1-10 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$400K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$852K

No prior year

Total participants

No prior year

Average account balance

$70,963

No prior year

Annual return

-0.55%

No prior year

Benchmarks

See 158 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort158 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$39K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.16%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3603

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$381

$127 / participant

Other / not subdivided$381100.0%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,963

$57,165+24.1%

$125,388-43.4%

Participation rate

100.0%

73.3%+26.7pp

83.2%+16.8pp

Annual return

-0.55%

36.23%-36.8pp

282.24%-282.8pp

Employer contribution / active EE

$15,319

$3,571+329.0%

$4,866+214.8%

Participant deferral / active EE

$3,322-100.0%

$5,352-100.0%

Admin fee / account holder

$32

$2,996-98.9%

$9,541-99.7%

EMPLOYEE BENEFIT PLAN OF CALIFORNIA CHILD CARE RESOURCE ANDREFERRAL NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CALIFORNIA CHILD CARE RESOURCE ANDREFERRAL NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion